110 Pure Offices, Kembrey Park, Swindon, Wiltshire, SN2 8BW
Retirement Planning
Over the years this has been the most popular of pension transfer Paraplanning. The humble Defined Contribution pension eventually needs a home where it can meet the needs of the client either from a fund, charge or retirement perspective.
Whether it be Occupational Pensions with GMP to simple Personal Pensions, all our Paraplanners are extensively experienced in dealing with all Quilter Financial Planning Network pension transfers.
We offer Paraplanning to both At Retirement or pre-crystallisation cases and you can count on us to provide quality Suitability Reports and research for Pension Transfers, SSASs, SIPPs, Drawdowns, Annuities and Fixed Term Annuities.
So whatever advice you need demonstrating to your client, you can be assured that our team have the knowledge and experience to produce analysis and suitability reports that meet the compliance demands of the Quilter Financial Planning Network, outlined in an easy format for your client to understand.
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Company registration Number: 10643313
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Managing Director: Lee Hanlon